SHWM
Silicon Hills Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $355K | Hold |
1,443
| – | – | 0.2% | 65 |
|
|
2023
Q1 | $330K | Hold |
1,443
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $346K | Hold |
1,443
| – | – | 0.26% | 68 |
|
|
2022
Q3 | $237K | Hold |
1,443
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $258K | Sell |
1,443
-728
| -34% | -$130K | 0.19% | 85 |
|
|
2022
Q1 | $484K | Sell |
2,171
-728
| -25% | -$162K | 0.31% | 70 |
|
|
2021
Q4 | $599K | Hold |
2,899
| – | – | 0.37% | 65 |
|
|
2021
Q3 | $557K | Buy |
+2,899
| New | +$557K | 0.38% | 65 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | -$114 | – | 90 |
|
|
2019
Q4 | $114 | Buy |
+3
| New | +$114 | 0.09% | 97 |
|